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Lawyer leaves a legal mess

The late David Rofe QC had his personal affairs publicly examined. There are lessons to be learned here.    David Rofe and his Chamber of Wills and Codicils

When is a Will not a Will? Information from a recent case.

During COVID, many draft Wills have been sent out to clients. This case explains how the law treats those documents. The lesson is to be very careful, timely and deliberate about how you manage the execution of such documents.  Estate planning when is a Will not a Will

Heading – Succession on TV and in Court

We are such succession nerds that, after a long day managing client’s succession issues, we relax by watching the HBO series “Succession”. The dangers of doing no succession planning or doing it badly are there for all to see. We have written a note with some of our thoughts on what we see. Thoughts on … Read more